Purpose

This document provides an overview of the Filter and View templates feature found in table in the Outpost24 Portal UI. 

Introduction

This document describes the Common Settings including filtering options, and settings to customize the view.

Filters allow for quick limitation of viewed data to relevant entries. By applying filters in multiple columns, it is possible to narrow down a large dataset to find a particular entry or to discover any abnormalities, missing data, or missing actions.

Example

When looking for a particular hostname (that includes a number in domain name) in Assets view, choose Hostname in the Type column and enter that number in the Name column to narrow down the search results. Additionally, a scanner ID can be submitted to ensure a direct search result.

Requirement

It is assumed that the reader has basic access to the OUTSCAN/HIAB account to access the Portal.

View Templates

Customize each view by adding or removing the columns and by applying filters. Each view has a Filter and View templates panel. To access it, click the Filter icon in the bar spanning along the left edge of the table. This displays the Filter and View templates panel.

Inside the Filter and View templates panel, it is possible to add or remove columns, apply filters, save current view state and make it persist on your account.

To access the table view templates panel, click the View Templates tab. 

Several built in views already exists, but you can add more by pressing the (plus) icon.


Creating View Template

To create a new view template:

  1. Press the green Add (plus) button found in the lower right corner.
  2. A Create new view dialog is displayed. Type a descriptive name of what the View Template represents, for example: Critical findings.

    Create New View

  3. Click the blue CREATE button to create the View Template

    When creating a view template, none of the state of the table is being saved, only a default template created with inserted name. To save current state, follow guidelines for Saving view template

Saving View Template

To save the current state of the table, such as visible columns, their width, order, sorting, and applied filters:

  1. Click on Contextual menu

    Contextual Menu

  2. Click Save

    Built-in view templates cannot be changed. The contextual menu is only displayed for user defined view templates.

When visiting any view for the first time or after a page refresh, none of the defined view templates will automatically apply. To apply preferred view template, follow guidelines for Applying view template

Applying View Template

To apply view template to the current table view:

  1. Access View Templates in the table.
  2. Click on View Template row

Renaming View Template

To rename view template:

  1. Click on Contextual menu
    Contextual Menu
  2. Click Rename
  3. Change the Name in the dialog
    Rename View
  4. Click on the Rename button.

Built-in view templates cannot be renamed. The contextual menu is only displayed for user defined view templates.

Deleting View Template

To delete a View Template:

  1. Click on Contextual menu
    Contextual Menu
  2. Click Delete

    Built-in view templates cannot be deleted. The contextual menu is only displayed for user defined view templates.

Tagging and Restricting Access to View Template

To tag a View Template follow steps outlined in (link to configurations/view templates).

To limit access to user defined view templates follow guidelines in Identity and Access Management (IAM) in Outpost24 Portal.

Multi-Level Sorting

Sorting can be applied to the columns. The number displayed beside the column name indicates the order of sorting. After selecting the first column, press and hold the Shift key while selecting multiple columns in the desired order.

Example

When column 1 and column 2 are selected consecutively,  the table is sorted based on column 1 first, and then column 2, within the first sort.


Multi-Level Sorting


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